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Flex Plan Handbook

Flex Plan Handbook

Product Code: TPFLEX

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Flex Plan Handbook

This Handbook gives you the tools to comply with laws and regulations affecting flexible spending accounts and related plans while maximizing your plan’s cost savings, tax advantages and value to employee relations.

Major Topics Covered

The Flex Plan Handbook shows you how to avoid costly pitfalls in introducing or refining your flex plan... how to simplify initial enrollment... how to conduct nondiscrimination tests... and how to gather, record and report data easily and cost effectively. In the Handbook you’ll find clear plain-English explanations of key legislation and IRS regulations. And you’ll find real-life examples of the newest practices, controversies, strategies and challenges faced by organizations like yours.

Featured Topics

  • Planning and designing a flexible benefits plan
  • Administering flexible spending accounts
  • Setting up a flex plan
  • Communicating a flexible benefits plan
  • Plan administration
  • Nondiscrimination testing
  • Reporting and disclosure requirements

Summary of Contents

  • 100 Introduction and Overview
  • 200 Planning and Design
  • 300 Flexible Spending Accounts
  • 400 Setting Up a Flex Plan
  • 500 Flex Plan Administration
  • 600 Communicating a Flex Plan
  • 700 Nondiscrimination Testing
  • 800 Reporting and Disclosure
  • 900 Model Documents and Forms
  • Appendix A Federal Statutes
  • Appendix B Federal Regulations
  • Appendix C Administrative Guidance
  • Glossary of Terms
  • Index


Format and Frequency

  • One volume Manual
  • Quarterly Newsletter
  • Quarterly Updates

About Your Print Subscription

Your annual subscription includes published updates at no additional charge for the 12-month subscription period. If you have any questions about your subscription, please contact Client Services at or call us at 1-800-727-5257, Monday - Friday, 8am - 5pm Central Time.

Authors and Editors

Rich Glass is a health and welfare attorney for Mercer Health & Benefits LLC. He is a licensed attorney and brings more than 21 years of legal expertise, specializing in benefits, human resources and related regulatory compliance. He has testified before the IRS and has provided comments on regulations issued by several governmental authorities. He is a member of Thompson’s Health Plan Advisory Panel and contributing editor of Thompson’s Flex Plan Handbook. He is a frequent speaker and author on various benefits, employment law and compliance issues.

Editorial Advisory Board for the Flex Plan Handbook

Marianna G. Dyson, Esq.
Miller & Chevalier Chartered
Washington, D.C.

Richard F. Federico
Workplace Innovation
Trumbull, Conn.

David R. Fuller, Esq.
Morgan, Lewis & Bockius, LLP
Washington, D.C.

Karen Kirkpatrick
Coldwater, Mich.

Susan Nash, Esq.
McDermott Will & Emery
Chicago, Ill.

Andrew Sherman
The Segal Company
Boston, Mass.

Susan Seitel
WFC Resources, Inc.
Minnetonka, Minn.

Valeri Stevens, APM, FLMI, CEBS, APA, EA
Main Street Benefits
Torrance, Calif.